Salesforce Platform Archives - gettectonic.com - Page 5
Aura Components

Aura Components Summer 24

Aura components are fundamental building blocks of an application, designed for reusability and encapsulation of functionality within the Salesforce platform. They can range in scope from a single UI element to an entire application module. Key Points: In essence, Aura components empower developers to create modular, scalable applications within Salesforce, leveraging prebuilt components and adhering to the principles of encapsulation and event-driven architecture. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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RevOps Sute for Salesforce Data Management

RevOps Suite for Salesforce Data Management

Traction Complete Launches Revolutionary “RevOps Data Management Suite for Salesforce” In an era where artificial intelligence (AI) is revolutionizing business, Traction Complete is proud to announce the launch of “The RevOps Data Management Suite for Salesforce.” This groundbreaking suite is the first data management solution designed specifically for Revenue Operations professionals, empowering users to fully leverage their data by ensuring it is clean, connected, and ready for AI adoption. RevOps Sute for Salesforce Data Management. Importance of Data Integrity “The importance of clean and connected data can’t be stressed enough, especially in the age of AI. Without a solid foundation of reliable data, businesses are navigating in the dark, unable to make strategic decisions.” David Nelson, CEO of Traction Complete RevOps Suite for Salesforce Data Management Stephen Daniels, Vice President of Revenue Operations at Cresta, echoes this sentiment: “There is a cost to bad data. If we didn’t have a solution like Traction Complete in the first place to scale off, we would be building on a bad foundation that would cause hundreds of thousands of dollars of headaches in the future.” The Impact of Poor Data Poor data is more than just a nuisance; it’s a significant barrier to success. And it is expensive. It leads to distrust in CRM systems and lost productivity, ultimately impacting business revenue. Traction Complete’s mission is to tackle these challenges head-on, ensuring that data is accurate and seamlessly integrated across the Salesforce platform. This foundation enables businesses to adopt the latest technology seamlessly. Recent findings from McKinsey highlight the critical role of data quality in AI adoption: “Fifty-six percent of companies say ‘inaccuracy’ is the biggest risk posed by adopting generative AI. Yet only 32% of companies have systems in place for mitigating such inaccuracies.” Expertise and Innovation Traction Complete, born from the recently Salesforce-acquired Traction on Demand, draws on over 1.4 million hours of consulting experience to build trusted data management solutions that improve data quality. “At the pace that AI and machine learning are expanding and changing how we operate, businesses can’t afford to overlook the importance of data quality. Any businesses not setting their data foundation right now will be left behind,” adds Nelson. The Future of Data Management As organizations continue to navigate the complexities of digital transformation, the message is clear: the time to invest in data management is now. With the RevOps Data Management Suite for Salesforce, Traction Complete is leading the way, providing the tools necessary for businesses to thrive in the age of AI and beyond. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Salesforce Envision

Salesforce Envision

Salesforce: Enabling Customer Experiences Through Integrated Solutions Salesforce is a cloud-based CRM platform offering software, services, and applications designed to create valuable customer experiences. It integrates various organizational departments such as marketing, sales, and services, providing a unified view of the customer. Salesforce Envision is a digital transformation engagement. This insight outlines a typical customer’s journey through a Salesforce Envision Advisory engagement with the Tectonic team. We will highlight three key areas that contribute to a powerful and successful Envision engagement: Outcome-Driven Focus The cornerstone of any Salesforce Envision Advisory engagement is an upfront and honest conversation with the customer about their future business aspirations. Establishing desired outcomes and understanding how customers should perceive the business are critical. This focus is about envisioning future possibilities rather than dwelling on current systems. Collaboration with the Customer Alignment between the customer and the consulting team is essential. Success hinges on ensuring all organizational groups are aligned, as individual great ideas often fail without collective buy-in. Effective collaboration can prevent projects from delivering minimal benefits and adding redundant systems. Planning for Success Understanding customer goals and desired outcomes allows building on existing efforts within business and IT departments. This understanding helps create a roadmap for business transformation, enabling the customer to serve their customers better, achieve efficiencies, and scale for future growth. Every stakeholder must participate in creating this roadmap, aligning with organizational leadership. This roadmap is not merely a technology rollout plan but a capabilities roadmap to meet business outcomes. Business processes and existing IT systems must be analyzed and re-architected for successful execution. What is Salesforce Envision? Salesforce Envision is a design-led engagement enabling organizations to undergo digital transformation to unlock customer insights, build actionable roadmaps, and develop successful solutions. The principles guiding Salesforce Envision include: Envision engagements are typically co-led by a Salesforce Senior Business Architect and a Senior Salesforce Technical Architect to provide guidance and ensure customer alignment. A seasoned Salesforce Solutions Architect leads the Envision discovery process to ensure no stone is left unturned. Typical Phases of an Envision Engagement: The future-state capability matrix, developed from these strategies, identifies IT systems to be decommissioned, contributing to cost and maintenance benefits and supporting a solid business case. This elimination of technical debt can fully offset the long-term costs with the investment in your future success. Final Executive Brief The Envision engagement concludes with an executive brief for business and IT stakeholders, covering: By following these steps, organizations can effectively leverage Salesforce Envision to achieve their digital transformation goals. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Salesforce Flow Efficiency and Automation

Salesforce Flow Efficiency and Automation

Salesforce Flow: For Efficiency with Automation Salesforce Flow enables businesses to create very sophisticated solutions without the need for extensive coding, using a simple point-and-click interface. This capability is particularly beneficial for Salesforce Admins, offering functionalities akin to those of Salesforce developers. In this insight we will explore Salesforce Flow: Understanding Developer and Admin Contributions. Salesforce Flow Efficiency and Automation. Salesforce Flow, originally known as Visual Flow, has evolved significantly with each Salesforce release, culminating in the intuitive Flow Builder interface available today. Its applications are expansive and continually expanding. Key Capabilities of Salesforce Flow Mass Updates: Easily handle batch processing to update thousands of records simultaneously based on specific criteria, significantly saving time and effort. Automated Workflows: Construct intricate workflows with multiple steps and decision points, ensuring consistency and efficiency across business processes. User-Friendly Interface: Designed to be intuitive, Flow Builder allows users of varying technical skill levels to create and manage workflows effortlessly. Integration Capabilities: Seamlessly integrates with Salesforce products and third-party applications, enabling comprehensive solutions leveraging diverse data sources. Continuous Improvement: With each Salesforce update, Flow receives new features and enhancements, continually enhancing its versatility and power. Salesforce Flow serves as a pivotal tool for enhancing productivity and streamlining complex operations, making it indispensable for Salesforce Admins striving to optimize workflows. Understanding Salesforce Flow in Detail What is Salesforce Flow? Salesforce Flow Builder is a robust tool within the Salesforce ecosystem, enabling users to automate workflows and processes. These workflows encompass tasks such as sending emails, updating records, triggering other flows, executing Apex actions, and sending notifications. Flows can be initiated by various events, including user actions, record changes, and scheduled times. Flows comprise elements such as actions, conditions, variables, and screens. The visual, drag-and-drop interface of Salesforce Flow Builder ensures accessibility for users without extensive coding knowledge while offering advanced capabilities for technical experts. Types of Salesforce Flow Screen Flows: Provide a step-by-step user interface to automate tasks, collect data, and guide users through processes. Ideal for systematically capturing and qualifying leads, Screen Flows are straightforward to set up and manage. Record-Triggered Flows: Automate actions based on changes to Salesforce records, like creating, updating, or deleting records. These flows replace older tools like Workflow Rules and Process Builder, offering flexibility and ease of management. Scheduled Flows: Run at specified times or intervals to automate routine tasks or periodic updates. Useful for scenarios such as sending reminders or performing batch operations. Platform Event-Triggered Flows: Respond to events within the Salesforce platform in real-time, enabling instant automation based on critical business events. Requires technical proficiency in integrations and platform events. Autolaunched Flows: Initiated by other processes or external systems without user interaction, making them essential for automating backend processes like updating records based on external triggers. The Role of Salesforce Administrators Salesforce Administrators play a major role in designing, implementing, and managing flows. Their responsibilities span from creating automated workflows to ensuring optimal flow performance and providing user training. Administrators leverage Flow to automate data entry, streamline approval processes, and set up notifications for critical events. Collaboration Between Admins and Developers Effective collaboration between Salesforce Administrators and Developers is important for creating efficient and robust flows. While Administrators focus on designing and implementing simpler flows, Developers enhance capabilities by integrating custom Apex code, performing advanced data manipulations, and optimizing flow performance. This collaboration ensures comprehensive solutions that meet both business requirements and technical standards. Final Thoughts Salesforce Flow closees the gap between manual operations and automated efficiency, enabling businesses to enhance accuracy, reduce operational bottlenecks, and adapt swiftly to market changes. By understanding the distinct contributions of Administrators and Developers and fostering a collaborative environment, organizations can design and implement innovative workflows that drive success and growth. Embracing Salesforce Flow not only optimizes business processes but also positions organizations to thrive in dynamic market landscapes. Staying abreast of Salesforce automation advancements and best practices ensures sustained competitiveness and growth. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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DPD Salesforce AI Enhancements

DPD Salesforce AI Enhancements

DPD’s AI Integration: Enhancing Customer and Employee Experience DPD has ambitious plans to integrate AI throughout its Salesforce platform, aiming to automate tasks and significantly enhance the experiences of both customers and employees. DPD Salesforce AI Enhancements. Adam Hooper, Head of Central Platforms at DPD, explains that with over 400 million parcels delivered annually, maintaining robust customer relationships is crucial. To this end, DPD leverages a range of Salesforce technologies, including Service Cloud, Sales Cloud, Marketing Cloud, and Mulesoft. AI-Powered Customer Service In Salesforce’s latest update on DPD: Financial and Operational Efficiency Targeted Marketing Spreadsheets to Salesforce At the Salesforce World Tour event in London, Ben Pyne, Salesforce Platform Manager at DPD, elaborated on their current usage and future AI plans. Pyne’s team acts as internal consultants to optimize organizational workflows. As he explains: “My role is essentially to get people off spreadsheets and onto Salesforce!” He noted that about 40 departments and teams within DPD use Salesforce, far beyond the typical Sales and CRM applications. Custom applications within Salesforce personalize and enhance user experiences by focusing on relevant information. Using tools like Prompt Builder, Pyne’s team recently developed a project management app within Salesforce, streamlining tasks like writing acceptance criteria and user stories. Pyne emphasized: “I want our guys to focus on designing and building, less on the admin.” AI Use Cases When considering AI and generative AI, DPD sees significant potential to reduce operational tasks. Pyne highlighted case summarization as an obvious application, given the millions of customer service cases created each year. Rolling Out Generative AI DPD adopts a cautious approach to rolling out new technologies like generative AI. Pyne explained: “It’s starting small, finding the right teams to be able to do it. But fundamentally, starting somewhere and making slow progressions into it to ensure we don’t scare everybody away.” Ensuring Security and Trust Security and trust are paramount for DPD. Pyne noted their robust IT security team scrutinizes every implementation. Fortunately, Salesforce’s security measures, such as data anonymization and preventing LLMs (Large Language Models) from learning from their data, provide peace of mind. Pyne concluded: “We can focus on what we’re good at and not worry about the rest because Salesforce has thought of everything for us.” Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Salesforce Native Explained

Salesforce Native Explained

What Does Salesforce-Native Mean? SFDC-native refers to products that are built entirely within the Salesforce platform. These products do not require integration through the Salesforce API, as they are inherently part of Salesforce and designed specifically for its environment. Aren’t Most Salesforce Products Built Native? No, most products that claim to be SFDC-native are not fully native. Many are partially built within Salesforce or use Salesforce reports, but they still operate or were developed outside the Salesforce platform. This can be misleading since a product is only truly native if it is entirely built and operates within Salesforce. How Can I Tell if a Product is 100% Native? To determine if a product is 100% native, you can start by checking the Salesforce AppExchange. Additionally, you should ask your provider these questions: If the product is hosted or its data is stored on an external server and not within Salesforce, then it is not a native product. Why Should I Consider a 100% Native Product? Enhanced Security Since a native product doesn’t need to integrate with Salesforce, there’s no need to export data to external servers, which can be vulnerable. Everything remains within Salesforce, adhering to its already robust security settings. Accuracy and Speed A 100% native product ensures real-time data accuracy, eliminating concerns about syncing issues. You can always trust that the data you’re working with is current. Trust Products built within Salesforce follow Salesforce’s best practices and security policies. This ensures that you can trust these products as much as you trust Salesforce. Additionally, since they run on the same server as Salesforce, your product’s uptime is aligned with Salesforce’s uptime. Simplified Tech Stack and Alignment A native solution is easier to manage because it doesn’t require additional user log-ins or new skills to learn. When users log into Salesforce, they automatically access the native product’s features, reducing training needs and improving adoption rates. This also promotes better team alignment by providing a single source of truth, enhancing communication. SFDC-native means that a product is built entirely within Salesforce, using its core technologies and development environment. Native products are written for the platform and don’t need to be integrated using the Salesforce API. When an app is native to Salesforce, that means that an app is dedicated and committed to Salesforce. Non-native apps are more versatile in that they can typically integrate with a variety of different CRMs, but when you use a native Salesforce app, you work with a Salesforce expert. What does platform native mean? Native applications and platforms However, in the context of mobile web apps, the term native app means any application written to work on a specific device platform. The two main mobile OS platforms are Apple’s iOS and Google’s Android. Developers write native apps in the code used for the device and its OS. Non-SFDC Applications means a Web-based, mobile, offline or other software application functionality that is provided by You or a third party and interoperates with a Service, including, for example, an application that is developed by or for You, is listed on a Marketplace, is identified as Salesforce Labs or by a similar designation, or is an open source software product including e.g. the technologies commonly referred to as Non Profit Starter Pack (“NPSP”) and Higher Education Data Architecture (“HEDA”) and that are subject to the terms stated during the installation process and/or located on the landing page during their use. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Improve Patient Care and Trust

Improve Patient Care and Trust

A recent survey conducted by Kyruus Health and shared with HealthPayerIntelligence reveals that consumers are demanding more accurate online provider data from payers to enhance access to care. Healthcare solutions from Tectonic and Salesforce improve patient care and trust by improving data accuracy. The survey, fielded by Wakefield Research in April 2024, involved 1,000 healthcare consumers. Nearly three-quarters of respondents (72%) had private health insurance, with Medicare being the second most common form of coverage (18%). The participants represented an even distribution across U.S. regions and age groups, with 57% identifying as women. Payers have historically struggled to maintain up-to-date provider directories, and this survey highlights the significant impact of these challenges. About 30% of consumers reported skipping care due to inaccurate provider information, with 70% of them seeking this data online. Consumers primarily rely on health plan websites or apps for provider information, with 32% naming these platforms as their first resource. Medicaid enrollees were particularly dependent on their plan’s digital resources, with 64% turning to these tools first. Besides health plan websites and apps, consumers also used general internet searches, provider or clinic websites, and healthcare information sites like WebMD. Social media platforms were also popular for care searches, with 77% of users turning to Facebook and 61% to YouTube. The survey also revealed that payers often fail to provide accurate cost predictions. Only 32% of respondents said their health plans offered accurate cost information. Price transparency tools are particularly important to younger generations, with 76% of Millennials and 80% of Gen Z respondents using these tools. However, 40% of Baby Boomers were unsure if their plans even offered such tools. Among those who did use them, 34% found that the tools presented incorrect provider data, with 45% of Gen Z reporting this issue. Inaccurate provider information can lead to significant negative consequences for consumers, including delays in accessing care, difficulties contacting preferred providers, and higher costs. Some consumers even reported accidentally receiving out-of-network care or forgoing care altogether due to these inaccuracies. These experiences not only hinder access to care but also damage consumer trust in their healthcare providers and payers. Overall, 80% of respondents said that inaccurate provider data affected their trust, with 27% losing trust in their health plans and 22% losing trust in their providers. The survey results underscore a clear call to action. Over 60% of consumers, and nearly 75% of Gen Z specifically, want their health plans to provide more accurate data. Tectonic has decades of experience applying Salesforce solutions to health care providers and payers. To address these concerns, the report recommends that health plans take three key steps: First, engage with members through appropriate channels, including social media. Second, unify and validate their provider data to ensure accuracy. Third, introduce self-service capabilities within their digital platforms to empower consumers. Reach out to Tectonic today if your organization needs help applying these three steps. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Einstein Personalization and Copilots

Einstein Personalization and Copilots

Salesforce launched a suite of new generative AI products at Connections in Chicago, including new Einstein Copilots for marketers and merchants, and Einstein Personalization. Einstein Personalization and Copilots To gain insights into these products and Salesforce’s evolving architecture, Bobby Jania, CMO of Marketing Cloud was interviewed. Salesforce’s Evolving Architecture Salesforce has a knack for introducing new names for its platforms and products, sometimes causing confusion about whether something is entirely new or simply rebranded. Reporters sought clarification on the Einstein 1 platform and its relationship to Salesforce Data Cloud. “Data Cloud is built on the Einstein 1 platform,” Jania explained. “Einstein 1 encompasses the entire Salesforce platform, including products like Sales Cloud and Service Cloud, continuing the original multi-tenant cloud concept.” Data Cloud, developed natively on Einstein 1, was the first product built on Hyperforce, Salesforce’s new cloud infrastructure. “From the start, Data Cloud has been able to connect to and read anything within Sales Cloud, Service Cloud, etc. Additionally, it can now handle both structured and unstructured data.” This marks significant progress from a few years ago when Salesforce’s platform comprised various acquisitions (like ExactTarget) that didn’t seamlessly integrate. Previously, data had to be moved between products, often resulting in duplicates. Now, Data Cloud serves as the central repository, with applications like Tableau, Commerce Cloud, Service Cloud, and Marketing Cloud all accessing the same operational customer profile without duplicating data. Salesforce customers can also import their own datasets into Data Cloud. “We wanted a federated data model,” Jania said. “If you’re using Snowflake, for example, we virtually sit on your data lake, providing value by forming comprehensive operational customer profiles.” Understanding Einstein Copilot “Copilot means having an assistant within the tool you’re using, contextually aware of your tasks and assisting you at every step,” Jania said. For marketers, this could start with a campaign brief created with Copilot’s help, identifying an audience, and developing content. “Einstein Studio is exciting because customers can create actions for Copilot that we hadn’t even envisioned.” Contrary to previous reports, there is only one Copilot, Einstein Copilot, with various use cases like marketing, merchants, and shoppers. “We use these names for clarity, but there’s just one Copilot. You can build your own use cases in addition to the ones we provide.” Marketers will need time to adapt to Copilot. “Adoption takes time,” Jania acknowledged. “This Connections event offers extensive hands-on training to help people use Data Cloud and these tools, beyond just demonstrations.” What’s New with Einstein Personalization Einstein Personalization is a real-time decision engine designed to choose the next best action or offer for customers. “What’s new is that it now runs natively on Data Cloud,” Jania explained. While many decision engines require a separate dataset, Einstein Personalization evaluates a customer holistically and recommends actions directly within Service Cloud, Sales Cloud, or Marketing Cloud. Ensuring Trust Connections presentations emphasized that while public LLMs like ChatGPT can be applied to customer data, none of this data is retained by the LLMs. This isn’t just a matter of agreements; it involves the Einstein Trust Layer. “All data passing through an LLM runs through our gateway. Personally identifiable information, such as credit card numbers or email addresses, is stripped out. The LLMs do not store the output; Salesforce retains it for auditing. Any output that returns through our gateway is logged, checked for toxicity, and only then is PII reinserted into the response. These measures ensure data safety beyond mere handshakes,” Jania said. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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salesforce unified knowledge

Unified Knowledge to Salesforce Service Agents

Salesforce Introduces Unified Knowledge to Enhance Service Agent Intelligence Salesforce has unveiled Unified Knowledge, a new solution designed to enrich service agents’ ability to resolve customer inquiries. By aggregating information from third-party sources and integrating it into Salesforce, Unified Knowledge complements the data already available in Salesforce’s Data Cloud, creating a more comprehensive knowledge base for service agents. Within Salesforce Service Cloud, Einstein for Service leverages AI to provide service agents with real-time information when addressing customer queries. Previously, this information was drawn from Data Cloud. Now, with Unified Knowledge, data from sources such as SharePoint, Confluence, Google Drive, and brand websites is incorporated, further enhancing the breadth of information available to agents. Expanding Beyond Service Cloud While Service Cloud is the primary use case for Unified Knowledge, the solution is also designed to integrate with other Salesforce platforms, including Sales Cloud, Field Service, Health Cloud, and Financial Services Cloud. Developed in collaboration with Zoomin Software, Unified Knowledge allows for greater cross-platform data accessibility and more efficient workflows across various service touchpoints. Why It Matters While the exact reasoning behind Salesforce’s decision to create a separate data channel for Unified Knowledge, rather than consolidating everything into Data Cloud, remains somewhat unclear, the broader availability of data to service agents could enhance service quality and efficiency. At its core, Unified Knowledge uses generative AI to provide dynamic, context-aware responses to agent and customer queries. Key features of the solution include: With these advancements, Unified Knowledge brings generative AI capabilities into the hands of service agents and workers, allowing for quicker, more accurate decision-making and enhanced customer interactions. The Unified Knowledge feature offers significant potential in revolutionizing how companies provide customer support by improving access to critical data from a wide array of sources, ultimately leading to more informed, efficient, and personalized service. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Salesforce Commerce Cloud and Einstein Copilot Capabilities

Salesforce Commerce Cloud and Einstein Copilot Capabilities

Salesforce Enhances Commerce Cloud and Einstein Copilot Salesforce has announced a double whammy of upgrades to its Commerce Cloud and Einstein Copilot solutions, aiming to supercharge customer service and experience offerings for merchants. And yes, they’re pulling out all the stops – think of it as giving your online store a superhero cape and a sidekick with a PhD in customer satisfaction. Salesforce Commerce Cloud and Einstein Copilot Capabilities. Enhancements to Commerce Cloud Commerce Cloud is getting three major innovations designed to help businesses create more sophisticated commerce sites, boost personalization, and drive revenue growth. Salesforce promises to tackle rising customer expectations by providing a seamless, integrated experience across all channels. In other words, they’re turning your website into a mind-reading wizard, minus the beard and wand. But probably wearing a cool purple cape with stars. According to Michael Affronti, GM and SVP of Commerce Cloud, these new features will enable Salesforce’s customers to deliver superior shopping experiences: “Commerce companies are looking to architect high-caliber ecommerce sites that can swiftly adapt to changing customer expectations and continue to foster strong customer relationships. With the combined power of data, AI, and CRM, Commerce Cloud gives brands the choice of the right tool so they can build superior shopping experiences their way.” New Commerce Cloud Capabilities Einstein Copilot Advancements Salesforce is pulling out the big AI guns, leveraging generative AI (GenAI) to enhance Einstein Copilot with new marketing and merchandising capabilities alongside its traditional sales and service functions. It’s like your old assistant got a brain transplant and now has the IQ of Einstein, the charm of James Bond, and the work ethic of a coffee-fueled startup founder. Ariel Kelman, President and CMO of Salesforce, emphasized the importance of these advancements: “Marketing and commerce leaders need a trusted advisor to help them tap into the promise of generative AI. With the Einstein 1 Platform we’re giving organizations the power to unify all of their data on one trusted platform. This is the key to getting results from generative AI that are actually useful in driving your business forward.” Key Features of Einstein 1 for Marketing and Commerce Expanding Partnerships and Enhancing AI and Data Offerings In addition to these product enhancements, Salesforce has expanded its partnership with IBM to improve AI and data offerings. The collaboration aims to merge IBM’s watsonx.ai platform with Salesforce’s Einstein 1 software, providing customers with the ability to make data-driven decisions and access actions directly within their workflows. It’s like pairing up Batman and Superman to fight the evil forces of inefficiency and bad data. The partnership includes bidirectional data integration, flexible large language models (LLMs), prebuilt CRM solutions, and a focus on responsible AI development. IBM will also join Salesforce’s Zero Copy Partner Network, ensuring that data moves as smoothly as butter on hot toast. Salesforce Commerce Cloud and Einstein Copilot Capabilities These enhancements and partnerships underline Salesforce’s commitment to providing innovative solutions that enhance customer experiences and drive business growth, all while making sure your digital commerce experience is smoother than a jazz saxophone solo. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Otter AI S-Docs and Salesforce

Otter AI S-Docs and Salesforce

Numerous vendors in the enterprise software market are currently emphasizing their AI capabilities, envisioning a future where AI can address a wide array of global challenges, from healthcare to climate change. While the realization of these claims remains uncertain, the practical and impactful applications of AI in everyday scenarios often go unnoticed. There exists ample opportunity for leveraging AI tools that are readily available and require minimal setup to enhance efficiency. Otter AI S-Docs and Salesforce. One such example is S-Docs, a document automation vendor integrated natively on the Salesforce platform, which is harnessing Otter.ai, an AI transcription service, to revolutionize its sales process and product development. S-Docs is seamlessly integrating Otter.ai into its digital collaboration tools, enabling automatic transcription during sales calls. This not only aids sales representatives in navigating diverse dialects but also streamlines post-call administrative tasks, prompting quicker action. Moreover, the product development team at S-Docs is leveraging Otter.ai to analyze the transcribed content from sales calls and incorporate insights into its product feedback loop. This integration was sparked by S-Docs’ CTO, Anand Narasimhan, who discovered Otter.ai through a LinkedIn connection and recognized its potential value for the business. Initially used during team calls and sprint reviews, Otter.ai’s high transcription accuracy and insightful summaries impressed Narasimhan and his colleague, Keith Bossier, VP of Sales at S-Docs. Subsequently, Otter.ai was adopted by the sales and customer success teams, offering benefits that surpassed those of their previous provider, Gong. For the sales team, Otter.ai significantly reduces the administrative burden by providing real-time transcriptions, catch-all summaries, and key takeaways from meetings. This facilitates quicker follow-ups and enhances the overall customer experience. Buoyed by the success in sales, S-Docs is exploring avenues to expand the use of Otter.ai across its business. Bossier envisions leveraging transcripts from sales calls for onboarding new representatives, while Narasimhan explores integrating the captured content into the product development cycle. Additionally, they are collaborating with Otter.ai to introduce automated action items directly into the S-Docs platform, further streamlining operations and enhancing efficiency. As S-Docs continues to innovate and optimize its processes with Otter.ai, it exemplifies the tangible benefits of leveraging AI in practical business scenarios. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Gen AI Role in Healthcare

Gen AI Role in Healthcare

Generative AI’s Growing Role in Healthcare: Potential and Challenges The rapid advancements in large language models (LLMs) have introduced generative AI tools into nearly every business sector, including healthcare. As defined by the Government Accountability Office, generative AI is “a technology that can create content, including text, images, audio, or video, when prompted by a user.” These systems learn patterns and relationships from vast datasets, enabling them to generate new content that resembles but is not identical to the original training data. This capability is powered by machine learning algorithms and statistical models. In healthcare, generative AI is being utilized for various applications, including clinical documentation, patient communication, and clinical text summarization. Streamlining Clinical Documentation Excessive documentation is a leading cause of clinician burnout, as highlighted by a 2022 athenahealth survey conducted by the Harris Poll. Generative AI shows promise in easing these documentation burdens, potentially improving clinician satisfaction and reducing burnout. A 2024 study published in NEJM Catalyst explored the use of ambient AI scribes within The Permanente Medical Group (TPMG). This technology employs smartphone microphones and generative AI to transcribe patient encounters in real-time, providing clinicians with draft documentation for review. In October 2023, TPMG deployed this ambient AI technology across various settings, benefiting 10,000 physicians and staff. Physicians who used the ambient AI scribe reported positive outcomes, including more personal and meaningful patient interactions and reduced after-hours electronic health record (EHR) documentation. Early patient feedback was also favorable, with improved provider interactions noted. Additionally, ambient AI produced high-quality clinical documentation for clinician review. However, a 2023 study in the Journal of the American Medical Informatics Association (JAMIA) cautioned that ambient AI might struggle with non-lexical conversational sounds (NLCSes), such as “mm-hm” or “uh-uh,” which can convey clinically relevant information. The study found that while the ambient AI tools had a word error rate of about 12% for all words, the error rate for NLCSes was significantly higher, reaching up to 98.7% for those conveying critical information. Misinterpretation of these sounds could lead to inaccuracies in clinical documentation and potential patient safety issues. Enhancing Patient Communication With the digital transformation in healthcare, patient portal messages have surged. A 2021 study in JAMIA reported a 157% increase in patient portal inbox messages since 2020. In response, some healthcare organizations are exploring the use of generative AI to draft replies to these messages. A 2024 study published in JAMA Network Open evaluated the adoption of AI-generated draft replies to patient messages at an academic medical center. After five weeks, clinicians used the AI-generated drafts 20% of the time, a notable rate considering the LLMs were not fine-tuned for patient communication. Clinicians reported reduced task load and emotional exhaustion, suggesting that AI-generated replies could help alleviate burnout. However, the study found no significant changes in reply time, read time, or write time between the pre-pilot and pilot periods. Despite this, clinicians expressed optimism about time savings, indicating that the cognitive ease of editing drafts rather than writing from scratch might not be fully captured by time metrics. Summarizing Clinical Data Summarizing information within patient records is a time-consuming task for clinicians, and errors in this process can negatively impact clinical decision support. Generative AI has shown potential in this area, with a 2023 study finding that LLM-generated summaries could outperform human expert summaries in terms of conciseness, completeness, and correctness. However, using generative AI for clinical data summarization presents risks. A viewpoint in JAMA argued that LLMs performing summarization tasks might not fall under FDA medical device oversight, as they provide language-based outputs rather than disease predictions or numerical estimates. Without statutory changes, the FDA’s authority to regulate these LLMs remains unclear. The authors also noted that differences in summary length, organization, and tone could influence clinician interpretations and subsequent decision-making. Furthermore, LLMs might exhibit biases, such as sycophancy, where responses are tailored to user expectations. To address these concerns, the authors called for comprehensive standards for LLM-generated summaries, including testing for biases and errors, as well as clinical trials to quantify potential harms and benefits. The Path Forward Generative AI holds significant promise for transforming healthcare and reducing clinician burnout, but realizing this potential requires comprehensive standards and regulatory clarity. A 2024 study published in npj Digital Medicine emphasized the need for defined leadership, adoption incentives, and ongoing regulation to deliver on the promise of generative AI in healthcare. Leadership should focus on establishing guidelines for LLM performance and identifying optimal clinical settings for AI tool trials. The study suggested that a subcommittee within the FDA, comprising physicians, healthcare administrators, developers, and investors, could effectively lead this effort. Additionally, widespread deployment of generative AI will likely require payer incentives, as most providers view these tools as capital expenses. With the right leadership, incentives, and regulatory framework, generative AI can be effectively implemented across the healthcare continuum to streamline clinical workflows and improve patient care. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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AI Data Foundation

AI Data Foundation

In the era of AI, the Data Foundation is crucial for empowering AI-driven customer experiences. Data Cloud emerges as a unifying force, seamlessly integrating data to fuel transformative AI encounters and elevate customer-centricity. Beyond mere data management, Data Cloud represents a significant advancement, enabling profound insights by harmonizing diverse data sources with CRM data from the Salesforce platform. This convergence facilitates the unlocking of actionable insights critical for informed decision-making. In a strategic collaboration, Salesforce and AWS extend their partnership to enhance AI capabilities. AWS AI services are integrated into Salesforce’s Einstein Trust Layer, empowering Data Cloud with seamless access to AWS data services and compute resources. Additionally, Data Cloud and other Salesforce offerings are now accessible through the AWS Marketplace, streamlining procurement processes. This insight explores how Data Cloud unifies vast and varied business data with CRM data from the Salesforce Einstein Platform. It serves as a robust foundation for AI-powered customer experiences, providing businesses with unprecedented insights into their data universe. With Data Cloud, businesses can seamlessly combine CRM data with diverse sources, including transactional data, IoT device data, and social media interactions. This consolidation fosters a single source of truth, enhancing decision-making and the relevance of AI models. Unlike traditional approaches that involve laborious data movement, Data Cloud operates on AWS infrastructure, enabling seamless data connectivity and preparation without the need for ETL processes. Leveraging Apache Iceberg and Salesforce’s contributions, Data Cloud ensures data consistency, flexibility, and interoperability, essential for AI-driven insights. Moreover, Data Graphs offer a novel approach to assemble and rapidly access data collections from disparate sources, facilitating grounded AI experiences. Through Model Builder and Einstein Copilot Studio, businesses can seamlessly access Data Cloud data in Amazon SageMaker for custom AI model creation without ETL overheads. This partnership between Salesforce and AWS represents a paradigm shift in data management and AI integration. By combining Salesforce’s customer-centric approach with AWS’s scalable infrastructure, Data Cloud empowers businesses to harness AI as a practical tool for growth and innovation in the digital era. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Salesforce Implementation Solutions

Salesforce Implementation Solutions Are Here!

Tectonic is Pleased to Announce Salesforce Implementation Solutions! The world’s #1 CRM platform has just received a new function in deliverability. Salesforce Implementation Solutions from Tectonic are pre-planned, flxed rate priced, low technical debt solution to Salesforce implementations. Designed with the SMB in mind, Tectonic’s Salesforce Implementation Solutions get you up and running quickly on the Salesforce solutions you need. Finding the right mix of Salesforce products can be as challenging as finding the right Salesforce partner. Tectonic has custom designed Salesforce Implementation Solutions to help ease the integration to the Salesforce platform. Sometimes called quickstarts, jumpstarts, or even accelorators, Salesforce Implementation Solutions are designed to get you set up right and fast, to see the value from your Salesforce investment. Tectonic has tailored our packages to address specific business needs. Pre-defined Salesforce Deliverables at a Fixed Price The Salesforce Implementation Solutions experts at Tectonic will enable you to deploy Salesforce in weeks not months to maximize efficiency. Whether you are seeking a marketing platform solution, a healthcare CRM, personalization, feedback management, or core Salesforce platform capabilities we have you covered. Tectonic gets you started on Salesforce quickly and affordably, without compromising on quality. These fast implementation solutions help you hit the ground running. It doesn’t matter if you’ve never used Salesforce, never purchased a Salesforce license, or have been using the simple, out-of-the-box version. Our team of Salesforce experts will identify and implement what is critical for your business’s immediate success. Thereby giving you the functionality that can develop and grow along with your business at minimal cost, and lightning speed. Why Salesforce Implementation Solutions? From kick off call and discovery to UAT and launch, these packages are here for quick and easy implementation service. With a flat fee, you know your project will be completed on time and budget. When you are seeking a basic platform stand-up, you don’t need to be bombarded with endless choices and decisions. With the help of our certified Salesforce professionals, you will receive expert guidance and support as we implement your new system with a focus on maximizing functionality. You want an implementation with a proven roadmap. Implementation solutions include a range of tools and resources, such as a personalized onboarding plan, training resources, and pre-built solutions, that can help reduce the time it takes to implement Salesforce. This can be especially helpful if you are new to Salesforce or if you need to get your implementation completed in a short time frame. Efficiency, speed, and success are the promises of Tectonic Salesforce Implementation Solutions. Salesforce is your customer success platform, designed to help you sell, service, market, analyze, and connect with your customers. Interested in making the most of Salesforce? Tectonic’s implementation solutions get your business or nonprofit up and running in weeks. Automation is one of the big keys to managing tons of data. Our implementations get you where you need to be in no time flat. Salesforce CRM isn’t just a solution to automate processes, manage workflows, and corral data. Salesforce can jumpstart your digital transformation. Tectonic’s Salesforce implementations avoid the unexpected costs of an implementation. Fixed price packages prevent surprises. Tectonic provides niche, high quality, service-oriented Salesforce implementation, customization, and managed services. The best time to embark on your transformation was 5 years ago. The second best time is right now.  Tectonic Salesforce implementation solutions, or quickstarts, are limited engagement implementations. They zero in on key planning and decision making, standard and custom configurations, and essential training to get up and running lightning fast. Therefore our solutions provide immediate benefits and ROI. Tectonic even offers implementations for upgrading versions and clouds within Salesforce. These all-in-one solutions take the guesswork out of implementing Salesforce with a proven partner to guide you every step of the way. Learn about all Tectonic’s Salesforce Implementation Solutions here. If you have other needs you’d like to address in a flat bundled project, contact us today. Like2 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. 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Summer 24 Salesforce Development Release Notes

Summer 24 Salesforce Development Release Notes

Whether you’re using Lightning components, Visualforce, Apex, or Salesforce APIs with your favorite programming language, these enhancements help you develop amazing applications, integrations, and packages for resale to other organizations. Summer 24 Salesforce Development Release Notes. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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